9:00 a.m.-10:15 a.m. ......General Session: Understand Market Conditions and How to Profit From It … Be the Expert and Make Your Competition Look Like Amateurs Presented by Barry Habib, Mortgage Market Guide Barry Habib is the chairman of the board of Mortgage Success Source, the combined entities of Mortgage Market Guide, LoanToolbox and The Duncan Group. Mortgage Success Source serves more than 30,000 of America’s best loan originators. Barry has 25 years experience in the mortgage industry and has personally originated over $2 billion in individual loan production over his career. In addition to his mortgage experience, Barry has been a professional speaker for 15 years, has successfully managed a hedge fund, authored a stock advisory newsletter, owned an insurance agency, and acted as managing partner in a real estate investment company. Barry’s broad range of expertise in these varied areas of financial industries gives him a unique perspective, which he will share with you today. Barry is often featured on CNBC and FOX television networks. As for hobbies, Barry has produced the hit Broadway musical, Rock of Ages, which received five Tony nominations, including Best Musical.
Thursday-Friday, October 29-30 Multnomah Athletic Club 1849 SW Salmon Street • Portland, Ore.
Schedule of events (Subject to change)
Thursday, October 29
8:00 a.m.-Noon ................................Analysis of the Self-Employed Borrower (4 hours, # C-060707-213)
1B. Tax and Financial Considerations in a Volatile Economy Presented by David T. Schwindt, CPA and Diana Chung, CPA of Schwindt & Company Join David T. Schwindt, CPA and Diana Chung, CPA of Schwindt & Company for an informative session geared towards originators and brokers interested in maximizing financial and tax opportunities. Schwindt & Company has specialized in providing audit and tax services to the mortgage industry since 1984. David T. Schwindt, CPA, a native Oregonian, has more than 25 years of experience in public and private accounting, including employment with the Portland, Ore. and Denver offices of KPMG Peat Marwick. Schwindt’s tenure was spent primarily in the private business advisory services department, providing auditing, accounting, tax, and management consulting services for businesses as well as tax compliance and planning for individuals. He is a graduate of Western Oregon University where he received a Bachelor of Science Degree. He is a Certified Public Accountant in the State of Oregon and is a member of the Oregon Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is a Certified Reserve Specialist (RS), licensed by Community Associations Institute and a Professional Reserve Analyst (PRA), licensed by the Association of Professional Reserve Analysts. He is a past director of Centennial National Bank and Columbine Valley Bank and Trust in Denver. Schwindt also serves as treasurer emeritus of the Oregon Chapter of Community Associations Institute (CAI), is a member of OWCAM, Oregon CAI LAC and treasurer for the Oregon Association of Mortgage Professionals.
Noon-1:00 p.m.................................................................................Lunch 1:00 p.m.-5:00 p.m. ............Shut the Door on Fraud (4 hours, # C-060707-215
8:00 a.m.-11:00 a.m. ..............................Jeffrey Keuter, DFCS Field Examiner (3 hours “Comply With Me” # C-050709-341) 11:00 a.m.-1:00 p.m. ..................Berri Leslie, DFCS Special Projects Manager (2 hours National Mortgage Licensing System & Registry, # C-010809-294) 1:00 p.m.-2:00 p.m. ........................................................................Lunch 2:00 p.m.-5:00 p.m. ........................................Ken Perry, Broker Knowledge (3 hours Ethics Aftermath, # C-100908-286)
Friday, October 30 “The Best of the Best” 2009 Mortgage Industry Convention 8:30 a.m.-9:00 a.m. ..................................................Continental Breakfast
11:45 a.m.-1:45 p.m. ........................................Luncheon and Presentations Economic Forecast by John Mitchell & OAMP Legislative Update Industry Panel Needless to say, the current and future state of the economy is of the utmost importance to the mortgage industry. John will again share his insights as to its current challenges and what to expect in the coming months. A not-to-miss presentation for all in the mortgage business. John Mitchell received his BA. degree from Williams College and his MS. and Ph.D. degrees from the University of Oregon. He is a fellow of the College of Arts and Sciences at the University of Oregon and a member of Phi Beta Kappa. He was a professor of economics at Boise State University for 13 years, before joining U.S. Bancorp in July of 1983. He was chief economist of U.S. Bancorp until July of 1998 and served as economist for the western region for U.S. Bank until July of 2007. OR 3 O OCTOBER 2009
5:00 p.m.-7:00 p.m. ....................................................OAMP PAC Reception
OREGON MORTGAGE PROFESSIONAL MAGAZINE
Second event • 80 attendees • 8 hours total Spaces reserved for OAMP Members Only until Oct. 1 7:30 a.m.-8:00 a.m. ....................................................Sign in and Breakfast
1C. New Media and Marketing Presented by Jeff Meucci, AVP/director of marketing, Fidelity National Title Company This presentation explores a variety of new communication, marketing and connectivity resources. Learn how to leverage social media, video, e-mail, and online communication and collaboration tools to create broader relationships with your clients and prospects. Jeff Meucci is the sales and marketing director of Fidelity National Title Company. In addition to helping provide creative and strategic direction for his organization, he spends much of his time in the field with his sales staff helping the real estate community improve their focus, reach results through marketing and automation.
www.NationalMortgageProfessional.com O
OAMP MLEB Free Education Spaces reserved for OAMP Members Only until Oct. 1 First event • 100 attendees • 8 hours total Presented by Mary Kay Scully of Genworth Financial 7:30 a.m.-8:00 a.m. ....................................................Sign in and Breakfast
10:30 a.m.-11:30 a.m. ....................................................Breakout Sessions 1A. Shift Happens Presented by Mindy Sullivan of Keller Williams Mindy Sullivan began her career in the housing industries in 1977. She has worked in several capacities from real estate sales to title insurance to managing editor of a real estate magazine. She spent 20 years as the marketing director for a title insurance and escrow company. In 2004, Mindy and a business partner launched a successful graphic design and marketing company serving local housing professionals. Mindy began giving formal presentation on the real estate market trends in 1989. She continues to gather data and analysis market conditions and to keep talking about all these numbers to this date. Mindy is also the CEO and team leader for Keller Williams Realty Portland Central and shepherds a growing real estate company with more than 100 licensed brokers.